Concurrent Investment Advisors, LLC

Position in JCI — Johnson Controls International plc

CIK 2001015 Tampa, FL

Position in JCI

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$18,357,114

+$2,050,436 QoQ

Shares Held

125,639

+0.9% QoQ

Ownership

0.021%

of shares outstanding

% of Portfolio

0.32%

of 13F equity value

Holder Rank

#249

of 1,600 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Industrials · as of Jun 30, 2026

Concurrent Investment Advisors, LLC holds $31,576,228 across 10 Building Products & Equipment names. JCI ranks #1 (58.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JCI	Johnson Controls International plc This page	125,639	$18,357,114
2	TT	Trane Technologies plc	13,875	$6,814,844
3	CARR	CARRIER GLOBAL Corp	25,267	$1,853,333
4	MAS	Masco Corp /De/	14,506	$1,180,352
5	LII	Lennox International Inc	1,700	$974,014
6	OC	Owens Corning	5,744	$913,065
7	CSL	Carlisle Companies Inc	2,469	$895,629
8	SPXC	SPX Technologies, Inc.	1,651	$404,775

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$18,357,114	125,639	+0.9%	Shares	Sole	2026-07-27
2026-03-31	$16,306,678	124,526	+1.5%	Shares	Sole	2026-04-21
2025-12-31	$14,694,641	122,711	+1437.5%	Shares	Sole	2026-01-29
2025-09-30	$877,510	7,981	-10.0%	Shares	Sole	2025-10-27
2025-06-30	$936,638	8,868	+27.2%	Shares	Sole	2025-07-25
2025-03-31	$558,366	6,970	+14.5%	Shares	Sole	2025-04-29
2024-12-31	$480,446	6,087	-2.7%	Shares	Sole	2025-02-03
2024-09-30	$485,760	6,259	+24.7%	Shares	Sole	2024-10-30
2024-06-30	$333,612	5,019	+24.0%	Shares	Sole	2024-07-30
2024-03-31	$264,284	4,046	+0.4%	Shares	Sole	2024-05-07
2023-12-31	$232,289	4,030	—	Shares	Sole	2024-04-15
No filing history on record for this holder in this stock.